As an independent investor, it can be difficult to envision the full journey from where you are now to where you’d like to be. It’s easy to keep in mind a goal, whether that’s retirement, passing on generational wealth, funding a college degree or creating an employee benefits package, but the path you’ll take to get there may be a little less obvious. Without a guide to point out pitfalls like chasing trendy stocks or letting your emotions run away with you, it’s easy to take a wrong turn and find yourself back where you started.

After over 15 years with the firm, I pride myself on my ability to create, evaluate and optimize a financial strategy for my clients. In fact, wanting to work directly with clients is why I became a financial advisor. From my first investment at the age of 10 to my high school internship with a local financial advisor to working with financial calculators at the home office after graduating with my finance degree, I’ve always been planning for this career.

My proven process starts with sitting down and listening to your goals before helping you visualize the effects of abstract financial concepts on your strategy through exploring your options and asking questions. We’ll design a strategy and celebrate together as you reach your financial milestones.

With my AAMS™ designation and CFP® certification, and a finance degree from the University of Florida, I offer well-researched financial advice to the families of Des Peres, MO, the greater St. Louis and Kansas City metro areas, as well as remote services to out-of-state investors. I pride myself on providing the same impeccable customer service to all my clients, regardless of where they call home.

In my downtime, I’m an avid travel photographer both domestically and abroad. I especially love traveling off the beaten path, exploring and sharing photos of places that most will never see. I’m also an active member of my local alumni chapter.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • New Investors
  • Business Retirement Plans

My Personal Interests

  • Traveling
  • Photography
  • Music
  • Board Games
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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